Configuring Dynamics 365 for Sales Accounts

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Overview

You must create Dynamics 365 for Sales accounts to connect to data sources that you want to use in your Pipelines. 

Snap-Account Compatibility

Snaps in the Dynamics 365 for Sales Snap Pack work with different accounts and protocols per the following table.

You can configure your Dynamics 365 for Sales in SnapLogic using either the Designer or Manager

Using SnapLogic Designer

Drag a Dynamics 365 for Sales Snap to the Canvas and click the Snap to open its settings. Click the Account tab. You can now either use an existing account or create a new one.

Selecting an existing account

SnapLogic organizes and displays all accounts to which you have access, sorting them by account type and location. To select an existing account:

  1. Click the  icon to view the accounts to which you have access and select the account that you want to use. 

  2. Click .


Creating an account

  1. Click Add Account in the Account Reference dialog.

  2. Select the Location in which you want to create the account, select the account type, and click ContinueThe Add Account dialog associated with the account type appears.
  3. Enter the required account details. Enter additional information on this account in the Notes field of the Info tab. This will help you–and other users–understand the purpose of the account, especially if there are multiple accounts of the same type

  4. Click Validate to verify the account, if the account type supports validation.
  5. Click Apply to complete configuring the Dynamics 365 for Sales account.

Using SnapLogic Manager

Use Manager to create accounts without associating them immediately with Pipelines.

Accounts in SnapLogic are associated with projects. You can use accounts created in other projects only if you have at least Read access to them.

  1. In the left pane, browse to the project in which you want to create the account and click Create Account Dynamics 365 for Sales, followed by the appropriate account type.


    The Create Account dialog associated with the selected account type appears. 

  2. Repeat the steps numbered 3 through 5 in the Creating an account section.


Avoid updating account credentials while Pipelines using that account are executing. This may lead to unexpected results, including locking your account.

Snap Pack History

 Click to view/expand
ReleaseSnap Pack VersionDateTypeUpdates
4.27main12833 StableUpgraded with the latest SnapLogic Platform release.
4.26main11181 StableUpgraded with the latest SnapLogic Platform release.
4.25 Patch425patches10303 LatestFixed an error in Dynamics 365 for Sales Create Snap where the Snap does not send the original documents to the error view in the output when the batch size property is set to greater than 1.
4.25main9554
 
StableUpgraded with the latest SnapLogic Platform release.
4.24main8556
StableUpgraded with the latest SnapLogic Platform release.
4.23main7430
 
StableUpgraded with the latest SnapLogic Platform release.
4.22main6403
 
StableUpgraded with the latest SnapLogic Platform release.
4.21 Patch dynamics365forsales8856 Latest

Fixes Pipeline validation error that occurs when writing data from Dynamics 365 for Sales Update Snap to output documents.

4.21snapsmrc542

 

StableUpgraded with the latest SnapLogic Platform release.
4.20snapsmrc535
 
StableUpgraded with the latest SnapLogic Platform release.
4.19 Patchexpensify8335 Latest

Fixed the broken doc link for the Expensify Export Report Snap.

4.19snaprsmrc528
 
StableUpgraded with the latest SnapLogic Platform release.
4.18 Patch dynamics365forsales7957 Latest
  • Fixed a NullPointerException issue with the Dynamics 365 for Sales Delete Snap wherein the Object ID is invalid.
  • Fixed a concurrency issue with multiple Dynamics 365 for Sales Snaps when running in parallel.
4.18 Patch dynamics365forsales7952 Latest

Added support for lookup type in the input document to be formatted per MS Dynamics 365 for Sales syntax.

4.18snapsmrc523
 
StableUpgraded with the latest SnapLogic Platform release.
4.17ALL7402
 
Latest

Pushed automatic rebuild of the latest version of each Snap Pack to SnapLogic UAT and Elastic servers.

4.17snapsmrc515
 
Latest

Added the Snap Execution field to all Standard-mode Snaps. In some Snaps, this field replaces the existing Execute during preview check box.

4.16 Patch dynamics365forsales7232 Latest

Dynamics 365 for Sales Read Snap now supports custom object types. 

4.16snapsmrc508
 
StableUpgraded with the latest SnapLogic Platform release.
4.15snapsmrc500
 
StableUpgraded with the latest SnapLogic Platform release.
4.14snapsmrc490
 
Stable
  • New Snap Pack: MS Dynamics 365 for Sales Snap Pack introduced in this release with the following Snaps:
    • Create
    • Delete
    • Execute
    • Read
    • Search
    • Update
    • Upsert